Filed April 29, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,876 | $148,978+40.9% | $200,582+4.6% | $84,808+147.5% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 14.69% | 28.16%-13.5pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,209 | $4,815-33.4% | $6,419-50.0% | $2,631+22.0% |
| Participant deferral / active EE | $6,886 | $7,142-3.6% | $9,331-26.2% | $4,212+63.5% |
| Admin fee / account holder | $19,799 | $13,977+41.6% | $16,305+21.4% | $7,344+169.6% |